Client and Platform Management

• How do I reset my own MFA?
• How do I reset my client’s MFA?
• Registering a new client on the platform
• Logging in to the Soderberg Platform via Multi-Factor Authentication (MFA)
• Client guide; logging in to the platform client portal
• Client Onboarding Flowchart

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Plannr CRM 2-way integration

• Resetting a Plannr client login
• Plannr Client Onboarding Flow
• Process for creating an illustration and client record via the 2-way Plannr integration
• Process for creating an account in the Soderberg platform via the Plannr CRM 2-way Integration

ISA/JISA

• How do I request an APS?
• How to open a Junior Individual Savings Account (JISA)
• How to open an Individual Savings Account (ISA)

GIA

• Opening a Joint GIA
• Opening a General Investment Account

Pensions

• Regular SIPP Crystallisation
• Taking single and regular income payments from a SIPP Drawdown account
• SIPP Crystallisation - Ad Hoc
• Making employer contributions to a SIPP
• Making a personal contribution to a SIPP
• How to open a Self Invested Personal Pension (SIPP)

Third party products

• Opening a Third Party Pension or Third Party Offshore Bond
• Paying in to a third party product
• Transferring in a third-party product

Transfers

• How can I cancel a transfer?
• Resubmitting a rejected transfer
• Transfer in process – SIPP
• Internal transfers
• Transfer in process – ISA, GIA & JISA

Reporting

• Obtaining a fee statement from the platform
• Capital Gains Tool - Key Features, Scenario Planner, Trade Execution and Useful Information
• How do I use the Portfolio Performance Tool?
• Can I set up regular emails to come through with reporting information?

Fees

• Setting up and management of family linking

Models

• Rebalancing an account linked to an Advisory model
• Amending / Cloning an Advisory model
• Amending the investment strategy on an account
• Creating an Advisory model

Trading

• Selling/Disinvesting Tool
• Buying/Investing
• Switching

Illustrations

• Illustration Scenarios
• Creating an illustration for an existing client
• Creating a new client via illustration

Payments and withdrawals

• Regular withdrawal from ISA/JISA and GIA
• Single withdrawal from ISA/JISA or GIA
• Regular top-ups to ISA/JISA and GIA
• Single top-up to ISA/JISA and GIA

Corporate & Trust Accounts

• How to create a Corporate Client
• How to create a Trust Client